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Genesis Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

Genesis Wealth Advisors’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$35.8K Hold
625
– – 0.03% 217
2015
Q1 		$35.8K Hold
625
– – 0.03% 232
2014
Q4 		$35.7K Buy
+625
New +$35.3K 0.03% 249

Other funds holding IXG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Genesis Wealth Advisors's IXG Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares Global Financials ETF (IXG) position steady in Q2 2015 at 625 shares worth $35.8K. The position accounts for 0.03% of the portfolio, ranked #217.

Genesis Wealth Advisors first reported a position in IXG in Q4 2014 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold IXG as of Q2 2015.

  • Genesis Wealth Advisors held 625 shares of iShares Global Financials ETF worth $35.8K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares Global Financials ETF share count unchanged in Q2 2015.
  • iShares Global Financials ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #217 holding.
  • Genesis Wealth Advisors first reported a position in iShares Global Financials ETF in Q4 2014 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.